The Macro Trading Floor cover image

Frances Donald: The Yield Curve Signals A Huge Warning

The Macro Trading Floor

00:00

The Dollar Cash Procission

With this level of uncertainty, with liquidity still contracting very aggressively in this cycle, i suspect sometime in the six months it will make a lot of sense to be adding to bonds. I would rather miss the first three % of that move than risk the downside at this point. We could get a big policy turn from the central banks. More news about this, oh, you know, 75 basis points is not going to be common at all. And we could see some reaction to initial claims starting to rise.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app